BUCKINGHAM STRATEGIC WEALTH, LLC – Schwab U.S. Mid-Cap ETF Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$5.78M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +14.85% | 12.34K shares | 564K | $60.53 | 95.52K |
| Q2 2022 | share | Increase | +0.27% | 226 shares | -1.07M | $62.73 | 83.17K |
| Q1 2022 | share | Increase | +8.49% | 6.48K shares | 142K | $75.86 | 82.94K |
| Q4 2021 | share | Decrease | -0.23% | -173 shares | 275K | $80.5 | 76.46K |
| Q3 2021 | share | Decrease | -0.71% | -545 shares | -166K | $76.66 | 76.63K |
| Q2 2021 | share | Decrease | -0.84% | -654 shares | 248K | $77.99 | 77.17K |
| Q1 2021 | share | Decrease | -1.85% | -1.46K shares | 386K | $73.97 | 77.83K |
| Q4 2020 | share | Increase | 0.00% | 79.30K shares | 5.40M | $67.69 | 79.30K |